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...and when all eyes were on SCOM, KEGN...
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mukiha
#1 Posted : Thursday, January 14, 2010 8:36:02 AM
Rank: Elder


Joined: 6/27/2008
Posts: 4,114
....jumped 8.5% today, to touch 16.10

This is great!!!
Nothing is real unless it can be named; nothing has value unless it can be sold; money is worthless unless you spend it.
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popat
#2 Posted : Thursday, January 14, 2010 8:49:21 AM
Rank: Member


Joined: 12/2/2009
Posts: 299
Location: kenya
EB?
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Magigi
#3 Posted : Thursday, January 14, 2010 8:50:06 AM
Rank: Elder


Joined: 3/31/2008
Posts: 7,081
Location: Kenya
...what is driving the run? foregn investors?
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kenmac
#4 Posted : Thursday, January 14, 2010 9:22:29 AM
Rank: Elder


Joined: 5/26/2009
Posts: 1,793
>> perhaps expected rise in profits. having stopped to use the generators, operating costs must be coming down and the dams almost full.
......Ecclesiastes
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FundamentAli
#5 Posted : Thursday, January 14, 2010 1:23:16 PM
Rank: Veteran


Joined: 11/4/2008
Posts: 1,289
Location: Nairobi
Has anybody done an analysis to see how the kengen bond is going to affect there profitability at least in the short term?
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fuchu
#6 Posted : Friday, January 15, 2010 6:14:36 AM
Rank: Member


Joined: 6/30/2008
Posts: 63
KenGen has already invested the proceeds in T bills and Bonds. So the only effect on the P&L is the difference b2n T bill/bond and the Bond interest rate. I believe KenGen can handle that.

In the medium term, it matters how the projects undertaken are delivered - Tana upgrading, Kipevu 3, Olkaria 2, Ngong Wind and Kindaruma 3

For KenGen is if they could get Portable geothermal Turbine Generators, then revenues would come earlier than before - these generators ones allow generation from geothermal wells before a real plant can be set up. it will actually accelerate the revenues, considerably.
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mukiha
#7 Posted : Monday, January 18, 2010 10:15:00 AM
Rank: Elder


Joined: 6/27/2008
Posts: 4,114
It has now touched the limit of daily movement!

just like SCOM...

Half the purchases are by foreigners

People: don't panic...better thing are ahead, it would seem...
Nothing is real unless it can be named; nothing has value unless it can be sold; money is worthless unless you spend it.
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VituVingiSana
#8 Posted : Tuesday, January 19, 2010 7:52:03 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,118
Location: Nairobi
KenGen seems great for someone who is happy with decent returns over a period of 5-7 years...

I admire the wazee who are now billionaires who often buy good firms at fair prices & hold for years! (Sorta how Warren Buffett does it)
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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